IDFC Asset Allocation Fund Of Fund - Moderate Plan - Regular Plan - Growth
- 8.93%
- (+0.05)29.3164
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | 9.96% |
| 5 Years | 8.93% |
| 3 Years | 9.59% |
| 1 Year | 22.59% |
| 6 Months | 12.03% |
| Fund Details | |
|---|---|
| ISIN | INF194K01AB9 |
| Risk | Moderately High risk |
| Fund Type | Fund of Funds |
| NAV | 29.3164 |
| Exit Load | 1% for 365 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| IDFC Bond S/T Dir Gr | 34.47% |
| IDFC Large Cap Dir Gr | 27.82% |
| IDFC Low Duration Dir Gr | 14.41% |
| IDFC Emerging Businesses Dir Gr | 11.72% |
| IDFC Focused Equity Dir Gr | 8.26% |
| Triparty Repo | 2.98% |
| IDFC Cash Dir Gr | 0.41% |
| Net Current Assets | 0.1% |
| Cash Margin - Ccil | 0.02% |
About IDFC Asset Allocation FoF Moderate Plan
Being an open-ended hybrid fund, the scheme seeks to generate income and a mix of capital appreciation and provide diversification across asset classes predominantly through investment in debt funds and equity funds of IDFC Mutual Fund based on a defined asset allocation model.
Pros and Cons of IDFC Asset Allocation FoF Moderate Plan
This scheme is suitable for investors seeking: 1. Long term capital appreciation and regular income. 2. The fund invests in different mutual fund schemes based on a defined asset allocation model.
Fund Information and Statistics of IDFC Asset Allocation FoF Moderate Plan
i) Inception / Launch date
The IDFC Asset Allocation FoF Moderate Plan was launched on 11 February 2010 by IDFC Mutual Fund.
ii) Risk level
The returns of the schemes depend on the choice of the scheme of the mutual fund and allocation of the capital of the scheme by the IDFC Investment Team. Principal of this scheme will be at moderately high risk.
iii) Redemption
The dispatch of redemption proceeds within 10 business days from the date of receipt of the redemption request.
iv) Fund Manager
Mr. Arpit Kapoor is the fund manager of IDFC Asset Allocation FoF Moderate since April 2018
v) Entry / Exit load
The entry load for this scheme is NIL. The exit load of 1.50% is applicable if the units are redeemed within 18 months from the date of allocation of the units.
Tax benefits of investing in IDFC Asset Allocation FoF Moderate Plan
The long term capital gains are taxed at 20% with indexation if units held for 36 months. The short term capital gains are taxed as per investors’ income slab.
About IDFC Mutual Fund
IDFC Mutual Fund is one of the largest fund houses in India. By investing in money market securities and fixed income the mutual fund seeks to generate stable returns with low risk strategy. For common man as it offers an opportunity to invest relatively in a low cost in professionally and diversified managed basket of securities, it is one of the most viable investment option.
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All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns